New York, Feb 13, 2026, 05:49 EST — Premarket
- DoorDash shares edged up roughly 0.3% before the bell, clawing back a sliver after tumbling 8.2% in the previous session.
- Bank of America is still calling Buy, but the firm lowered its price target to $260—down from $305—before results drop next week.
- Attention now turns to DoorDash’s Q1 outlook and how quickly the company plans to spend in 2026.
DoorDash ticked up 0.3% to $161.60 in Friday’s premarket, clawing back a bit after Thursday’s 8.2% drop that left shares at $161.14.
DoorDash shares have tumbled roughly 26% over the last month, leaving the company under pressure as earnings season for consumer tech approaches. Year to date, the stock is off almost 29%, market data show.
This is suddenly crucial: DoorDash’s upcoming outlook is set to drop after a stretch where delivery and e-commerce stocks have been all over the map—investors lately haven’t hesitated to hit the sell button at the first whiff of sluggish order growth or fatter incentives.
Bank of America is sticking with its Buy call on DoorDash, though it dropped the price target down to $260 from $305, Futu News reported, citing BofA Securities analyst Justin Post.
Bank of America analysts, in their note ahead of DoorDash’s fourth-quarter earnings, are looking for gross order value to come in at $29.2 billion, EBITDA at $792 million. That’s almost exactly what Street consensus is expecting for GOV, while the Street’s EBITDA figure stands a bit lower at $774 million. Gross order value, or GOV, is the platform’s total order value; EBITDA strips out interest, taxes, depreciation, and amortization. Citing card-tracking data, the analysts pointed to an 8% annual jump in U.S. online restaurant spend for the quarter. “Healthy online shift and fast-growing retail can more than offset soft restaurant sector trends,” they wrote. Proactiveinvestors NA
BofA singled out Q1 guidance as the sticking point for the sector, TheFly noted, suggesting that if DoorDash’s revenue comes in strong and the margin target for the year stays intact, the forecast could trigger a “clearing event.” TipRanks
Director Shona L. Brown unloaded 1,250 shares of DoorDash on Feb. 9, pocketing $181.28 per share, according to a regulatory filing. The sale was made under a Rule 10b5-1 pre-arranged trading plan.
DoorDash cropped up in a new pilot with Alphabet’s Waymo: according to both companies, DoorDash workers in the vicinity of a Waymo vehicle could get pinged to shut a car door that’s been left open, part of an effort to keep those robotaxis in circulation.
The real driver for the stock’s next leg could be guidance instead of any side ventures. If restaurant demand looks shaky, or the company ramps up promotions and spending to fend off rivals, margins could get pinched fast—particularly if bad weather hits deliveries in important regions.
DoorDash will report its fourth-quarter and full-year 2025 numbers after the bell on Wednesday, Feb. 18, with a call set for 5 p.m. ET, according to the company. Attention will zero in on first-quarter guidance, any tweaks to the 2026 investment plan, and whether retail and grocery delivery can keep making up for weakness in restaurants.
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